Recently, the "China Photovoltaic Module Shipment TOP10 in the First Half of 2023" co-produced by Digital New Energy DataBM. Com & Cement Big Data Research Institute came out!
Compared with the same period in 2022, this year's top five component shipments are stable, and the old faces continue to dominate the list. However, the ranking of the top four was reset, JinkoSolar regained the first place, and Longji dropped to the third place. In addition, the shipment volume of Tongwei shares , the "new force" of components that entered the market in the second half of last year, once again made a "great leap forward", from the tenth place at the end of last year to the seventh place, and challenged the top five in the whole year.
From the specific data, the total shipment volume of TOP5 enterprises is about 122. The top four enterprises continue to dominate the list, but the ranking is shuffled again.
JinkoSolar returned to the top of the list in the first half of this year from the second place last year, with shipments reaching 30. N-type components accounted for more than half of the company's shipments in the first half of the year. It is worth mentioning that Jingke's net profit in the first half of the year reached 3.843 billion yuan . Compared with the first half of last year, the component shipment data
of Trina Solar and Longji Green Energy are very close. Tianhe disclosed that by the end of June 2023, the company's cumulative component shipments had exceeded 150 GW . Shipments of 210 modules exceeded 75 GW . At the same time, Trina Solar Extreme N-type 700 W + module has achieved mass production.
Longji ranked first in component shipments in 2022 and third in the first half of this year. According to the semi-annual report of Longji Green Energy, in the first half of 2023, the company's HBPC (high efficiency composite passivation back contact technology) batteries have been put into mass production. The creation of differentiated products will become Longji's competitive advantage. Module shipments of
JA Solar in the first half of the year 23. Based on its own R & D advantages, JA Solar has developed a number of new products that are popular in the market. In the first half of 2023, DeepBlue 4, a new n-type module product based on a new generation of rectangular silicon wafers, was released. According to the company's capacity plan, the module capacity will reach 95 GW by the end of 2023. Photovoltaic veteran Atlas, who
is in the waist position, is also unwilling to lag behind in the face of the situation of tigers in the front and pursuers in the back. It successfully landed in a shares on June 9, 2023, and formulated a shipment plan of 30-35 GW in 2023 to maintain the top 5 position.
The second half of the fierce battle, the future pattern of unpredictable
TOP6-TOP10 competition is still fierce. In the global 2023 , Zhengtai Xinneng shipped more than 10GW of components . The other four enterprises are all below 10GW.
It is worth noting that in the second half of 2022, Tongwei began to vigorously develop its component business and set a target of 80GW.On June 6 this year, Tongwei issued another production expansion announcement, intending to invest 10.5 billion yuan to build an annual output of 25 GW solar cells and 20 GW photovoltaic modules project in Shuangliu. At the same time, a shipment target of 30-40 GW has been set to challenge TOP5 directly.
In addition, the component "rookie" Yidao Xinneng ranked among the top ten shipments of domestic component enterprises for the first time in the first half of 2022, which is the second time on the list. In terms of production capacity, Yidao Xinneng is currently laying out decentralized photovoltaic production bases in Quzhou, Taizhou, Zhangzhou, Jingshan, Shuozhou and other places, and the expansion plan is steadily advancing. It is expected that by the end of 2023, both batteries and components will exceed 30GW .
On June 8, Li Xiande, chairman of Jingke Energy, published a signed article entitled "Full of the atmosphere of the hard battle". In the article, he said that
2023, it is inevitable that component manufacturers will fight fiercely.
Generally speaking, the traditional leading position can not be shaken, but the second half of the seats will face shuffling. Digital New Energy DataBM.
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